CGM Focus Fund (CGMFX)

Fund performance review and position details on CGM Focus Fund (CGMFX)

CGM Focus Fund (CGMFX) Fund Statistics (February 28, 2010)

Category: Large Growth
Net Asset: $3.40B
Yield: 0.11%
Year-to-Date Return: -4.33%
Morningstar rating: 2

CGM Focus Fund (CGMFX) Cost

Initial Investment: $2,500
Total Expense Ratio (Large Growth average): 1.23% (1.33%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 464.00%

CGM Focus Fund (CGMFX) Performance

1-month Performance (Large Growth category average): 6.71% (3.48%)
3-month Performance (Large Growth category average): -4.68% (1.65%)
1 Year Performance (Large Growth category average): 32.13% (51.46 %)
3 Year Performance (Large Growth category average): -1.09% (-3.50 %)
5 Year Performance (Large Growth category average): 4.27% (1.34 %)
Best 3 year performance: 37.35%
Worst 3 year performance: 0.98%
Number of Years of positive return: 10 years
Number of Years of negative return: 2 years
3 year Alpha (Large Growth category average): 9.47 (2.56)
3 year Beta (Large Growth category average): 1.17 (1)
3 year Sharpe Ratio: 0.09
3 year Treynor: -2.51

Most Recent Top 10 Stock Holdings in CGM Focus Fund (CGMFX) as of 30-Sep-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
Goldman Sachs Group, Inc. (The)	9.43%	0.00%
Ford Motor Company Common Stock	9.09%	0.00%
Baidu, Inc.	7.65%	0.00%
Freeport-McMoRan Copper & Gold,	6.86%	0.00%
FedEx Corporation Common Stock	6.19%	0.00%
JP Morgan Chase & Co. Common St	6.12%	0.00%
Morgan Stanley Common Stock	5.99%	0.00%
Apple Inc.	5.69%	0.00%
Southern Copper Corporation Com	5.69%	0.00%
Prudential Financial Inc Pruden	5.64%	0.00%

*Note: The price change will reset to 0 after the midnight

CGM Focus Fund (CGMFX) Sector Breakdown (% of stocks) as of 30-Sep-09

Sector	Weighting
Hardware	9.14%
Software	0.00%
Media	0.00%
Telecommunications	12.84%
Consumer services	0.00%
Business Services	12.55%
Financial Services	31.57%
Healthcare	3.86%
Utilities	0.00%
Consumer goods	10.50%
Energy	2.64%
Industrial materials	16.90%

CGM Focus Fund (CGMFX) Fund Portfolio Allocation for 09/2009

Stock	98.92%
Bond	0%
Cash	1.08%
Other	0%

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See more information on CGM Focus Fund (CGMFX)

• CGM Focus Fund Insights
• CGM Focus Fund Performance Data
• CGM Focus Fund News
• CGM Focus Fund Score Explaination
• CGM Focus Fund Manager Information
• Historic CGM Focus Fund Asset Allocation Report
• Historic CGM Focus Fund Top 10 Holding Tracking
• Historic CGM Focus Fund Asset Under Management Tracking